Semiconductor world - CPU/GPU Wars

2023 is going to be the year AMD can make as much money as it can as long as macro allows.

Competition and alternatives knocking on nvidia’s door. It will be a long journey and the industry itself is working on an alternative.

“The rest of this report will point out the specific hardware accelerator that has a huge win at Microsoft, as well as multiple companies’ hardware that is quickly being integrated into the PyTorch 2.0/OpenAI Trion software stack. Furthermore, it will share the opposing view as a defense of Nvidia’s moat/strength in the AI training market.”

Sample discussion explaining nvidia monopoly on ai due to cuda platform

Edit: Another example

A good article on intel’s earnings…